Done x Sales’Up x Creatio: automation of financing and logistics for importers
Done is a Ukrainian fintech platform that creates a flexible financial lever for companies that need quick access to capital without complicated banking procedures. As a result, importers will receive not just financing and logistics, but a reliable tool for managing orders and key points of the supply chain.
Done helps importers scale their business systematically. When a product grows rapidly, there is a need to improve the quality of service for customers. That is why the company cooperates with Sales'Up, an integrator of Creatio solutions for the automation of critical business processes.
"Automation for us is not about convenience, but about value: less human factor, more transparency, faster solutions, stable quality of service at scale. We believe in cooperation with Sales'Up, because we consider them a reliable partner in creating customer experience and advanced solutions in the field of automation"
— Dmytro Ryvkin, owner of SCF and financial partner of the Done product.
Project Objectives
To create an end-to-end digital work model — from funding application to product delivery.
Financing application management
- Single request form with automatic counterparty verification
- Approval by roles, SLA control
- Built-in SCF calculator for quick calculation of terms
End-to-end sales process
- Automatic creation of an application from a lead
- Statuses: proforma, payment confirmation, shipment
- PNL analysis of the deal in real time — in the deal currency and accounting currency
Order and logistics
- Full route: freight booking → vessel departure → forwarding → customs → export
- Automatic order creation in ERP
- Import of statuses and payments from the accounting system
Contracts and document flow
- Single template register by region
- Version and revision control
- Integration with a digital signature service
Integration with ERP
- Two-way synchronization: contracts, invoices, payments, customs documents
- Single source of reliable data for all departments
Analytics and control
- Dashboards: applications, financing, logistics
- Flexible access rights management
- Built-in Service Desk for internal teams
Expected result of the project
As a result of implementing a solution based on Creatio, Done expects to provide a full deal management cycle — from application submission to product delivery — within a single platform.
It is expected that all financial and logistics processes will become transparent, which will contribute to better control and efficient work of teams.
One of the key goals is to minimize manual labor, reduce the risk of errors and optimize resource use.
The project should also ensure business scaling without the need for a significant expansion of the staff.
“Done is a unique company built for complex B2B processes, where speed, control and transparency decide everything. The joint project is not just automation, but a digital core that changes the logic of interaction with partners. Now Done customers, along with financing and services, also receive technological confidence at every step — from the first application to the full closing of the deal and delivery of the product.”
— Oleksandr Andronik, CEO Sales’Up